2024 Alpha Narratives Cryptovestor and Corey Caplan from Dolomite

Summary The conversation covers various topics related to the crypto space, including the positive outlook for the market, the emergence of CryptoVestor in different communities, the power and potential of Convex, the growth of Prisma, the future of Frax Chain and Protocol Effects, the two-token model and high yields, the importance of liquidity and governance, the evolution of DAO governance, the role of Conic in the Curve ecosystem, the impact of PayPal on the Curve ecosystem, the rise of DAO governance, the concept of modular blockchains, the potential of app chains and cross-chain composability, the impact of macro trends and institutions, the power of stablecoins and PayPal's entry, and the bullish outlook for the crypto market. In this conversation, Samuel McCulloch and Corey Caplan discuss the integration of Dolomite products with PayPal and the potential for big entities like PayPal to leverage DeFi protocols. They also explore the impact of the Arbitrum shutdown and how Dolomite handles network downtime. The rise of inscriptions on Bitcoin and the long-term future of Bitcoin are also discussed, along with the technical feasibility of EVM on Bitcoin and the challenges of programming on the Bitcoin network. The conversation concludes with a discussion on the financial incentive for building on Bitcoin and Dolomite's current incentives program.